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CFG Wealth Management Services’s Invesco S&P SmallCap Value with Momentum ETF XSVM Stock Holding History

CFG Wealth Management Services’s Portfolio XSVM Stock Details XSVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-175
Closed -$10.5K – 149
2026
Q1 		$10.5K Buy
175
+1
+0.6% +$61 0.01% 132
2025
Q4 		$9.95K Buy
+174
New +$9.8K 0.01% 141

Other funds holding XSVM

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
3F
360 Financial Wayzata, Minnesota $394M AUM 35.16% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AA
Altman Advisors Chicago, Illinois $279M AUM 38.95% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

CFG Wealth Management Services's XSVM Position: Q2 2026 in Review

CFG Wealth Management Services sold out of Invesco S&P SmallCap Value with Momentum ETF (XSVM) in Q2 2026, closing a stake of 175 shares — an estimated $10.5K sold.

CFG Wealth Management Services first reported a position in XSVM in Q4 2025 and held it in 2 quarters. The position peaked at $10.5K in Q1 2026. 131 funds tracked by Wall St. Rank hold XSVM as of Q2 2026.

  • CFG Wealth Management Services reported no remaining Invesco S&P SmallCap Value with Momentum ETF position as of Q2 2026 after selling out during the quarter.
  • CFG Wealth Management Services sold 175 Invesco S&P SmallCap Value with Momentum ETF shares in Q2 2026, an estimated $10.5K.
  • CFG Wealth Management Services first reported a position in Invesco S&P SmallCap Value with Momentum ETF in Q4 2025 and held it in 2 quarters.
  • CFG Wealth Management Services's Invesco S&P SmallCap Value with Momentum ETF position peaked at $10.5K in Q1 2026.
  • 131 funds tracked by Wall St. Rank held Invesco S&P SmallCap Value with Momentum ETF as of Q2 2026.

Based on CFG Wealth Management Services's 13F filing for Q2 2026, filed 15 Jul 2026.